Senior Practice Marketing Associate (dallas, Tx)

Willenborg Wealth Management

Dallas, TX, US
Base salary components included; + compensation ma...
Client development efforts
Social media platform management
Event planning and execution
The role involves assisting financial advisors with coordinating marketing initiatives and community outreach to promote the practice brand

Job Summary

  • The role involves assisting financial advisors with coordinating marketing initiatives and community outreach to promote the practice brand.
  • Responsibilities include designing and managing social media platforms, executing client events, and maintaining client relationship management systems.
  • The position offers a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

The role involves assisting financial advisors with coordinating marketing initiatives and community outreach to promote the practice brand.

Salary

Base salary components included; Additional compensation may include cash or equity; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Client development efforts
  • Social media platform management
  • Event planning and execution
  • Presentation creation and delivery
  • CRM system maintenance

Nice-to-have

  • Self-motivated work style
  • Dynamic team collaboration
  • High net worth client experience
  • Fast-paced environment adaptability

Key Requirements

  • Associates degree or equivalent experience
  • Minimum two years marketing experience in financial services
  • FINRA Series 7 license preferred
  • SIE certification required unless exempted
  • Bachelor's degree in Business Administration or Finance preferred

Work Rights

Not specified

Tailored Resume

Cover Letter